UBS AM’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

UBS AM’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.2K	Sell	298 -712	-70%	-$99.2K	﹤0.01%	2959
2026 Q1	$122K	Buy	1,010 +520	+106%	+$64.5K	﹤0.01%	2814
2025 Q4	$57K	Buy	+490	New	+$57.7K	﹤0.01%	2601
2019 Q1	–	Sell	-452	Closed	-$21.9K	–	2808
2018 Q4	$21.9K	Sell	452 -2,587	-85%	-$136K	﹤0.01%	2629
2018 Q3	$181K	Sell	3,039 -500	-14%	-$29K	﹤0.01%	2469
2018 Q2	$196K	Sell	3,539 -168	-5%	-$9.2K	﹤0.01%	2483
2018 Q1	$195K	Buy	3,707 +357	+11%	+$19.1K	﹤0.01%	2381
2017 Q4	$173K	Hold	3,350	–	–	﹤0.01%	2344
2017 Q3	$163K	Buy	3,350 +149	+5%	+$7.14K	﹤0.01%	2305
2017 Q2	$150K	Buy	3,201 +695	+28%	+$32.1K	﹤0.01%	2294
2017 Q1	$113K	Buy	+2,506	New	+$110K	﹤0.01%	2285

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS AM's PDP Position: Q2 2026 in Review

UBS AM reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 70% in Q2 2026, selling an estimated $99.2K and leaving 298 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

UBS AM first reported a position in PDP in Q1 2017 and has held it in 11 quarters since. The position peaked at $196K in Q2 2018. 222 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

UBS AM held 298 shares of Invesco Dorsey Wright Momentum ETF worth $45.2K as of Q2 2026.
UBS AM sold 712 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $99.2K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2959 holding.
UBS AM first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2017 and has held it in 11 quarters since.
UBS AM's Invesco Dorsey Wright Momentum ETF position peaked at $196K in Q2 2018.
222 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.